Glb Wealth Management, LLC (Vancouver)

Glb Wealth Management, LLC is a large advisory firm based in Vancouver. It manages $80 million of regulatory assets for 165 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California, Oregon, and Washington.

Glb Wealth Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Glb Wealth Management: assets under management

The assets under management (AUM) of Glb Wealth Management, LLC is $80 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 202% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $80 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $484.85 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Glb Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Glb Wealth Management, LLC

Glb Wealth Management, LLC is owned by Chad Mitchell Burton. Robert Francis Black joined the executive team most recently as the Member/Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Chad Mitchell Burton	Member/owner	1 Aug 2004	50% - 75%	2778208
Robert Francis Black	Member/owner	1 Aug 2004	25% - 50%	2788481

Based in Vancouver

The principal office where Glb Wealth Management, LLC performs its advisory services is located at 703 Broadway, Vancouver, WA 98660, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.